Inclusive Financial Services in Rosebud

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Contact Freedom Wealth Solutions in Rosebud

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Choose Financial Security

Planning for your retirement can be daunting, but it's essential in ensuring your future financial security. At Freedom Wealth Solutions in Rosebud, our financial services are designed to help. As a team, we’re committed to providing you with clear, comprehensive advice and helping you make the right financial arrangements to secure the retirement lifestyle you've always wanted. Contact our team today on (03) 5916 1164 to book a consultation and take the first step towards a secure future.

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Our Financial Services

Freedom Wealth Solutions can aid you with:



From Rosebud Pier to the Jetty Foreshore Playspace and further afield, we’re the financial advisors’ locals choose in Rosebud.

Couple Talking Financial Adviser for Investment — Inclusive Financial Services in Rosebud, VIC

Retirement

Planning

We aim to help you accomplish the retirement lifestyle you've always envisioned by providing you with thorough planning and knowledgeable advice. Our team of financial advisors in Rosebud can help you set clear objectives and manage your financial resources to make the most out of your retirement years.

If you're envisioning a fulfilling retirement lifestyle that involves travel or more family time in Rosebud, our experts can assist you in making that vision a reality. We'll work with you to identify your goals and develop a strategic plan that supports your ideal retirement lifestyle.

Wealth Services

Everyone's financial needs and objectives are unique. That's why we offer a diverse range of services in Rosebud to help you build an investment portfolio and create wealth. Our financial advisors will work with you to develop a personalised plan that reflects your goals and aspirations.

Protecting your assets is an essential aspect of achieving long-term financial success. Our team can help you develop a customised wealth protection solution that covers all of your assets including your home, superannuation, investments and business in Rosebud. 

Personalised wealth management solutions are essential for achieving long-term financial success. Our Rosebud team can help you create a customised plan that addresses your unique circumstances and covers everything from cash flow management to tax planning.

Other Financial Services

Achieving your financial goals requires a sound strategy and expert guidance. Our team of qualified financial planners in Rosebud will work with you to understand your objectives and create a personalised plan to help you achieve them.

Maximising your superannuation fund is critical in achieving financial security in retirement. Our Rosebud team can provide you with advice on choosing the right fund to suit your needs and goals.

Selecting a personal insurance policy is an important part of any financial plan. Our team in Rosebud can help you choose the right policy for your unique circumstances, providing you and your family with the peace of mind that comes from knowing you're protected in the event of an unexpected illness, injury or death.

Effective estate planning is crucial in ensuring your wishes are honoured and your legacy is secured. Our Rosebud team can assist you in developing an estate plan that meets your unique needs, liaising with solicitors as needed to make sure everything is in order. 

Frequently Asked Questions

  • What happens if I die without an estate plan?

    If you die without an estate plan, your assets will be distributed according to state law, which may not reflect your wishes.

  • How does superannuation work?

    Superannuation works by setting aside a portion of your income into a retirement savings account, which is invested in a range of assets to grow your retirement savings over time.

  • How much should I contribute to my superannuation plan?

    The amount you should contribute to your superannuation plan depends on your individual circumstances and retirement goals. A financial advisor can help you determine the optimal contribution amount for your needs.

  • What types of insurance do I need for wealth protection?

    Types of insurance that can help protect your wealth include liability insurance, life insurance, disability insurance and long-term care insurance.

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